← All themes Internet of Things

Smart Home

Smart home covers connected thermostats, locks, lighting, cameras, and appliances controlled from a phone or a voice assistant. Energy management and security are the two uses people reliably pay for.

17 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Vanguard Group Malvern, Pennsylvania	$3.18B	+$4.5M	14	0.08%	Increased
2	BlackRock New York	$3.1B	+$45.2M	14	0.09%	Increased
3	Apollo Management Holdings New York	$2.99B	$0	1	30.69%	Maintained
4	State Street Boston, Massachusetts	$1.11B	-$3.64M	14	0.06%	Reduced
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$800M	$0	1	0.8%	Maintained
6	Boston Partners Boston, Massachusetts	$692M	+$92.3M	4	0.96%	Increased
7	Geode Capital Management Boston, Massachusetts	$585M	+$16.7M	14	0.07%	Increased
8	Ariel Investments Chicago, Illinois	$571M	+$36M	3	6.04%	Increased
9	APG Asset Management Amsterdam, Netherlands	$569M	-$14.6M	2	1.16%	Reduced
10	HFCIV H&F Corporate Investors VIII San Francisco, California	$512M	$0	1	58.58%	Maintained
11	Dimensional Fund Advisors Austin, Texas	$436M	+$37.2M	12	0.14%	Increased
12	Invesco Atlanta, Georgia	$392M	+$38.4M	13	0.11%	Increased
13	Brown Advisory Baltimore, Maryland	$378M	-$8.09M	3	0.62%	Reduced
14	Kayne Anderson Rudnick Investment Management Los Angeles, California	$335M	+$13.5M	1	0.96%	Increased
15	Morgan Stanley New York	$327M	-$13.3M	15	0.03%	Reduced
16	Fidelity Investments Boston, Massachusetts	$325M	+$1.23M	13	0.03%	Increased
17	Northern Trust Chicago, Illinois	$302M	+$16.2M	13	0.06%	Increased
18	BCM Brown Capital Management Baltimore, Maryland	$299M	-$1.2M	1	4.58%	Reduced
19	VanEck Associates New York	$289M	+$52.7M	2	0.63%	Increased
20	Charles Schwab San Francisco, California	$278M	+$42M	13	0.08%	Increased
21	Bank of New York Mellon New York	$259M	-$1.06M	12	0.06%	Reduced
22	Norges Bank Oslo, Norway	$226M	-$3.91M	7	0.05%	Reduced
23	Pictet Asset Management Carouge, Switzerland	$226M	+$244M	9	0.28%	New
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$201M	-$5.75M	13	0.13%	Reduced
25	Disciplined Growth Investors Minneapolis, Minnesota	$199M	+$17.5M	4	4.74%	Increased